# U&I Utility & Industrial LLC 401(k) Plan
Source: https://planprovider.pro/companies/u-i-utility-industrial-llc-401k-plan

> U&I Utility & Industrial LLC's 401(k) plan: 4 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** U&I Utility & Industrial LLC

- **Sponsor EIN:** 465412548

- **Sponsor Address:** 1100 E AJO WAY SUITE 208, TUCSON, AZ, 85713

- **Plan Type:** 401(k)

- **Total Participants:** 4

- **Total Assets:** $293,050

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|4|$293,050|$7,610|$13,504|

| 2022|6|$326,244|$9,408|$18,090|

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